Eyewear Intelligence: Vol 27 - No. 9

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Italy H1 eyewear exports fall 2.7% as France edges out US as biggest market | Price is increasingly driving the US optical market as volumes drop in every category | Meta and EssilorLuxottica move to occupy every corner of the AI glasses market | Meta reportedly dropping camera in new AI glasses line: the whys and the why nots | Essilux upgrades Nuance after a challenging Gen 1 launch, as rivals begin to emerge | Fielmann cuts full-year guidance as detailed H1 figures confirm depth of German slowdown | Fielmann unifies Spanish retail under Universitaria banner, eyes market lead | Specsavers’ operating margin jumps to 9.9 percent | Synsam’s Q2 rebound broadens out, but Sweden and subscriptions carry the growth | National Vision’s rebranding drive reaches Eyeglass World | Marcolin-Marchon leadership reshuffle gives VSP Vision’s eyewear business an Italian tilt | Gentle Monster picks luxury executive to lead its EMEA push | Etnia’s new CEO roadmap: sharpen operations, keep the creativity and the opticians | Inspecs H1 mixed results highlight new owners’ challenge | SILMO Paris 2026 holds steady in size, leans further into technology | Revenio lays out new strategy, betting big on Visionix | Topcon leads seed round in Moorfields AI spinout Cascader | Conant Optical accelerates in H1, broadens XR lens push | CVI revenues flatline amid US inventory reduction as CooperCompanies retains CooperSurgical | CooperVision opens new global innovation hub, updates on contact lens pipeline | Snap returns to consumers and enters the enterprise market | HTC bets on Innovative Eyewear to bring its AI glasses to the US | Migraine lens maker gets FDA approval to establish category | Del Vecchio heir steps down from Essilux management positions | Del Vecchio heir calls for a change of strategy at Essilux | White House report flags “great transshipment scam”

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